Clarus Wealth Advisors Closed Holding Positions

Clarus Wealth Advisors

  • $214 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Voya Risk Managed Nat Res Fd
Q3 2019 Filed on Oct 11, 2019
7,450
N/A
Oha Invt Corp
Q3 2019 Filed on Oct 11, 2019
2,163
N/A
FTC
First Tr Lge Cap Growth

ETFs
Q3 2019 Filed on Oct 11, 2019
700
$68.0 - $72.64 $47.6K - $50.8K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
1,865
$71.2 - $88.73 $133K - $165K
FYC
First Trust Small Cap Growth A

ETFs
Q3 2019 Filed on Oct 11, 2019
1,300
$43.76 - $47.11 $56.9K - $61.2K
XYL
Xylem Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
1,621
$73.74 - $84.41 $120K - $137K
IEFA
Ishares Tr

ETFs
Q3 2019 Filed on Oct 11, 2019
72
$57.44 - $62.42 $4.14K - $4.49K
IFV
First Trust Dorsey Wright Inte

ETFs
Q3 2019 Filed on Oct 11, 2019
2,050
$18.24 - $20.13 $37.4K - $41.3K
Raven Inds Inc
Q3 2019 Filed on Oct 11, 2019
2,549
N/A
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
7,149
$4.98 - $5.17 $35.6K - $37K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
7,821
$16.85 - $18.15 $132K - $142K
INTC
Intel Corp

Technology
Q3 2019 Filed on Oct 11, 2019
1,873
$44.96 - $53.01 $84.2K - $99.3K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
100
$189.94 - $205.08 $19K - $20.5K
UPS
United Parcel Service Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
640
$101.62 - $122.85 $65K - $78.6K
JCI
Johnson Controls International PLC

Industrials
Q3 2019 Filed on Oct 11, 2019
2,850
$40.91 - $44.3 $117K - $126K
VZ
Verizon Communications Inc

Communication Services
Q3 2019 Filed on Oct 11, 2019
2,882
$55.05 - $60.51 $159K - $174K
ALKS
Alkermes Plc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
5,700
$19.51 - $24.28 $111K - $138K
SBR
Sabine Royalty Trust

Energy
Q3 2019 Filed on Oct 11, 2019
425
$41.9 - $48.46 $17.8K - $20.6K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
3,787
$34.18 - $38.96 $129K - $148K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
9,821
$19.9 - $20.98 $195K - $206K
USA
Liberty All Star Equity Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,790
$6.02 - $6.64 $10.8K - $11.9K
CCL
Carnival Corp

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
114
$43.03 - $50.55 $4.91K - $5.76K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
9,029
$62.53 - $74.14 $565K - $669K
FTHI
First Trust Exchange Traded Fd

ETFs
Q3 2019 Filed on Oct 11, 2019
1,000
$21.71 - $22.75 $21.7K - $22.8K
HI
Hillenbrand, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
217
$26.16 - $39.98 $5.68K - $8.68K
MA
Mastercard Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
150
$256.84 - $292.08 $38.5K - $43.8K
DBD
Diebold Nixdorf, Inc

Technology
Q3 2019 Filed on Oct 11, 2019
1,000
$9.0 - $14.22 $9K - $14.2K
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2019 Filed on Oct 11, 2019
42
$161.53 - $181.67 $6.78K - $7.63K
CGO
Calamos Global Total Return Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
100
$11.68 - $13.18 $1.17K - $1.32K
PEP
Pepsico Inc

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
1,502
$124.4 - $139.15 $187K - $209K
Harris Corp Del
Q3 2019 Filed on Oct 11, 2019
606
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2019 Filed on Oct 11, 2019
67
$35.53 - $42.1 $2.38K - $2.82K
BFB
Brown Forman Corp Cl B
Q3 2019 Filed on Oct 11, 2019
1,109
N/A
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
33
$87.73 - $106.15 $2.9K - $3.5K
ING
Ing Groep Nv

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,000
$9.24 - $11.78 $9.24K - $11.8K
CSV
Carriage Services Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
309
$18.09 - $22.69 $5.59K - $7.01K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q3 2019 Filed on Oct 11, 2019
1,884
$22.43 - $23.38 $42.3K - $44K
ES
Eversource Energy

Utilities
Q3 2019 Filed on Oct 11, 2019
206
$75.66 - $85.47 $15.6K - $17.6K
MPWR
Monolithic Power Systems Inc

Technology
Q3 2019 Filed on Oct 11, 2019
24
$136.01 - $161.55 $3.26K - $3.88K
PSEC
Prospect Capital Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
4,129
$6.3 - $6.73 $26K - $27.8K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2019 Filed on Oct 11, 2019
920
$34.78 - $36.12 $32K - $33.2K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2019 Filed on Oct 11, 2019
751
N/A
RBLD
First Tr Exchange Traded Fd Ii
Q3 2019 Filed on Oct 11, 2019
600
N/A
BDX
Becton Dickinson & CO

Healthcare
Q3 2019 Filed on Oct 11, 2019
856
$230.58 - $256.08 $197K - $219K
SNAP
Snap Inc

Communication Services
Q3 2019 Filed on Oct 11, 2019
1,642
$14.02 - $17.89 $23K - $29.4K
RY
Royal Bank Of Canada

Financial Services
Q3 2019 Filed on Oct 11, 2019
105
$73.46 - $81.31 $7.71K - $8.54K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
90
$41.82 - $47.91 $3.76K - $4.31K
Unilever N V
Q3 2019 Filed on Oct 11, 2019
701
N/A
RACE
Ferrari N.V.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
5
$150.35 - $169.12 $752 - $846
Track This Portfolio

Track Clarus Wealth Advisors Portfolio

Follow Clarus Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarus Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Clarus Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email